vs
J&J SNACK FOODS CORP(JJSF)与玛斯特锁(MBC)财务数据对比。点击上方公司名可切换其他公司
玛斯特锁的季度营收约是J&J SNACK FOODS CORP的1.8倍($618.0M vs $343.8M),J&J SNACK FOODS CORP同比增速更快(-5.2% vs -6.4%),J&J SNACK FOODS CORP自由现金流更多($17.0M vs $-146.2M),过去两年J&J SNACK FOODS CORP的营收复合增速更高(-2.2% vs -4.4%)
强生休闲食品公司(J&J Snack Foods Corp.)是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商,总部位于新泽西州芒特劳雷尔,在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施,于纳斯达克全球精选市场上市,业务覆盖国内外市场。
玛斯特锁是美国知名安防产品供应商,1921年由锁匠发明家哈里·索雷夫创立,总部位于威斯康星州奥克里克,主营挂锁、密码锁、保险箱及相关安防产品,现为富俊创新集团旗下子公司,在全球安防锁具领域拥有较高的市场认可度。
JJSF vs MBC — 直观对比
营收规模更大
MBC
是对方的1.8倍
$343.8M
营收增速更快
JJSF
高出1.2%
-6.4%
自由现金流更多
JJSF
多$163.2M
$-146.2M
两年增速更快
JJSF
近两年复合增速
-4.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $343.8M | $618.0M |
| 净利润 | $883.0K | — |
| 毛利率 | 27.9% | 25.3% |
| 营业利润率 | 0.2% | — |
| 净利率 | 0.3% | — |
| 营收同比 | -5.2% | -6.4% |
| 净利润同比 | -82.8% | — |
| 每股收益(稀释后) | $0.05 | $-0.12 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
JJSF
MBC
| Q1 26 | — | $618.0M | ||
| Q4 25 | $343.8M | $644.6M | ||
| Q3 25 | $410.2M | $698.9M | ||
| Q2 25 | $454.3M | $730.9M | ||
| Q1 25 | $356.1M | $660.3M | ||
| Q4 24 | $362.6M | $667.7M | ||
| Q3 24 | $426.8M | $718.1M | ||
| Q2 24 | $440.0M | $676.5M |
净利润
JJSF
MBC
| Q1 26 | — | — | ||
| Q4 25 | $883.0K | $-42.0M | ||
| Q3 25 | $11.4M | $18.1M | ||
| Q2 25 | $44.2M | $37.3M | ||
| Q1 25 | $4.8M | $13.3M | ||
| Q4 24 | $5.1M | $14.0M | ||
| Q3 24 | $29.6M | $29.1M | ||
| Q2 24 | $36.3M | $45.3M |
毛利率
JJSF
MBC
| Q1 26 | — | 25.3% | ||
| Q4 25 | 27.9% | 26.0% | ||
| Q3 25 | 31.7% | 31.2% | ||
| Q2 25 | 33.0% | 32.8% | ||
| Q1 25 | 26.9% | 30.6% | ||
| Q4 24 | 25.9% | 30.4% | ||
| Q3 24 | 31.8% | 33.1% | ||
| Q2 24 | 33.6% | 34.1% |
营业利润率
JJSF
MBC
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | -4.2% | ||
| Q3 25 | 2.8% | 6.0% | ||
| Q2 25 | 13.3% | 9.2% | ||
| Q1 25 | 1.7% | 5.6% | ||
| Q4 24 | 1.7% | 5.6% | ||
| Q3 24 | 9.3% | 8.0% | ||
| Q2 24 | 11.4% | 11.5% |
净利率
JJSF
MBC
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | -6.5% | ||
| Q3 25 | 2.8% | 2.6% | ||
| Q2 25 | 9.7% | 5.1% | ||
| Q1 25 | 1.4% | 2.0% | ||
| Q4 24 | 1.4% | 2.1% | ||
| Q3 24 | 6.9% | 4.1% | ||
| Q2 24 | 8.3% | 6.7% |
每股收益(稀释后)
JJSF
MBC
| Q1 26 | — | $-0.12 | ||
| Q4 25 | $0.05 | $-0.32 | ||
| Q3 25 | $0.59 | $0.14 | ||
| Q2 25 | $2.26 | $0.29 | ||
| Q1 25 | $0.25 | $0.10 | ||
| Q4 24 | $0.26 | $0.10 | ||
| Q3 24 | $1.52 | $0.22 | ||
| Q2 24 | $1.87 | $0.35 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $66.8M | $138.4M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $912.9M | $1.3B |
| 总资产 | $1.3B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.82× |
8季度趋势,按日历期对齐
现金及短期投资
JJSF
MBC
| Q1 26 | — | $138.4M | ||
| Q4 25 | $66.8M | $183.3M | ||
| Q3 25 | $105.9M | $114.8M | ||
| Q2 25 | $77.4M | $120.1M | ||
| Q1 25 | $48.5M | $113.5M | ||
| Q4 24 | $73.6M | $120.6M | ||
| Q3 24 | $73.4M | $108.4M | ||
| Q2 24 | $64.0M | $189.4M |
总债务
JJSF
MBC
| Q1 26 | — | $1.1B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | — |
股东权益
JJSF
MBC
| Q1 26 | — | $1.3B | ||
| Q4 25 | $912.9M | $1.3B | ||
| Q3 25 | $966.7M | $1.4B | ||
| Q2 25 | $969.9M | $1.4B | ||
| Q1 25 | $935.0M | $1.3B | ||
| Q4 24 | $946.8M | $1.3B | ||
| Q3 24 | $957.0M | $1.3B | ||
| Q2 24 | $937.9M | $1.3B |
总资产
JJSF
MBC
| Q1 26 | — | $3.1B | ||
| Q4 25 | $1.3B | $3.1B | ||
| Q3 25 | $1.4B | $3.0B | ||
| Q2 25 | $1.4B | $3.0B | ||
| Q1 25 | $1.4B | $3.0B | ||
| Q4 24 | $1.3B | $2.9B | ||
| Q3 24 | $1.4B | $3.0B | ||
| Q2 24 | $1.4B | $2.4B |
负债/权益比
JJSF
MBC
| Q1 26 | — | 0.82× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $36.0M | $-133.0M |
| 自由现金流经营现金流 - 资本支出 | $17.0M | $-146.2M |
| 自由现金流率自由现金流/营收 | 4.9% | -23.7% |
| 资本支出强度资本支出/营收 | 5.5% | 2.1% |
| 现金转化率经营现金流/净利润 | 40.73× | — |
| 过去12个月自由现金流最近4个季度 | $83.1M | $12.5M |
8季度趋势,按日历期对齐
经营现金流
JJSF
MBC
| Q1 26 | — | $-133.0M | ||
| Q4 25 | $36.0M | $86.9M | ||
| Q3 25 | $66.4M | $55.4M | ||
| Q2 25 | $51.2M | $84.8M | ||
| Q1 25 | $12.3M | $-31.4M | ||
| Q4 24 | $35.2M | $115.1M | ||
| Q3 24 | $46.3M | $80.8M | ||
| Q2 24 | $65.0M | $77.4M |
自由现金流
JJSF
MBC
| Q1 26 | — | $-146.2M | ||
| Q4 25 | $17.0M | $52.5M | ||
| Q3 25 | $44.8M | $39.5M | ||
| Q2 25 | $28.5M | $66.7M | ||
| Q1 25 | $-7.2M | $-41.2M | ||
| Q4 24 | $16.1M | $68.8M | ||
| Q3 24 | $29.1M | $64.5M | ||
| Q2 24 | $45.3M | $66.1M |
自由现金流率
JJSF
MBC
| Q1 26 | — | -23.7% | ||
| Q4 25 | 4.9% | 8.1% | ||
| Q3 25 | 10.9% | 5.7% | ||
| Q2 25 | 6.3% | 9.1% | ||
| Q1 25 | -2.0% | -6.2% | ||
| Q4 24 | 4.4% | 10.3% | ||
| Q3 24 | 6.8% | 9.0% | ||
| Q2 24 | 10.3% | 9.8% |
资本支出强度
JJSF
MBC
| Q1 26 | — | 2.1% | ||
| Q4 25 | 5.5% | 5.3% | ||
| Q3 25 | 5.3% | 2.3% | ||
| Q2 25 | 5.0% | 2.5% | ||
| Q1 25 | 5.5% | 1.5% | ||
| Q4 24 | 5.3% | 6.9% | ||
| Q3 24 | 4.0% | 2.3% | ||
| Q2 24 | 4.5% | 1.7% |
现金转化率
JJSF
MBC
| Q1 26 | — | — | ||
| Q4 25 | 40.73× | — | ||
| Q3 25 | 5.84× | 3.06× | ||
| Q2 25 | 1.16× | 2.27× | ||
| Q1 25 | 2.55× | -2.36× | ||
| Q4 24 | 6.84× | 8.22× | ||
| Q3 24 | 1.56× | 2.78× | ||
| Q2 24 | 1.79× | 1.71× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
MBC
暂无分部数据